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Insights That Drive Change

Stay informed with the latest research, reports, and thought leadership from Allocator Collective and industry experts.

Why Attend Our Events?

Allocator Collective’s events serve as a platform for institutional investors, fund managers, and industry experts to engage in meaningful conversations about investment trends, performance, and representation. Through conferences, roundtables, and exclusive forums, we bring together the brightest minds to drive impact and innovation in asset management.

FEATURED REPORTS & PUBLICATIONS

How To Adapt Your DEI Program Following The Latest Fearless Fund Decision
How To Adapt Your DEI Program Following The Latest Fearless Fund Decision

July 2024

Legal challenges over diversity in investment portfolios and across the asset management industry created an impasse last month when an appeals court decision stopped the Fearless Fund’s grant program for Black women entrepreneurs while Edward Blum’s American Alliance for Equal Rights’ case that the grant program is discriminatory, proceeds.

How To Adapt Your DEI Program Following The Latest Fearless Fund Decision
How To Adapt Your DEI Program Following The Latest Fearless Fund Decision

July 2024

Legal challenges over diversity in investment portfolios and across the asset management industry created an impasse last month when an appeals court decision stopped the Fearless Fund’s grant program for Black women entrepreneurs while Edward Blum’s American Alliance for Equal Rights’ case that the grant program is discriminatory, proceeds.

How To Adapt Your DEI Program Following The Latest Fearless Fund Decision
How To Adapt Your DEI Program Following The Latest Fearless Fund Decision

July 2024

Legal challenges over diversity in investment portfolios and across the asset management industry created an impasse last month when an appeals court decision stopped the Fearless Fund’s grant program for Black women entrepreneurs while Edward Blum’s American Alliance for Equal Rights’ case that the grant program is discriminatory, proceeds.

Integrating Human Dignity Into Investment Strategy: One Allocator’s Framework For Mission-Aligned Outperformance

Trinity Church NYC's approach, which applies to the entire portfolio without increasing portfolio concentration or other investment risk or compromising returns

What Advice Might Bob Dylan Give Today’s Institutional Investors?

As political misalignment emerges as a material investment risk, investors and companies risk their sustainability by downplaying it. Let’s examine the cost and risks

What Should Investors Learn From Bruce Lee And Whitney Houston?

Combatting unlawful child labor and bolstering child safety and youth mental health online are areas of bipartisan agreement that make portfolios more sustainable

Concentrated Markets And Changing Regulation Call For This New Take On Diversification

Allocator Collective (formerly IADEI), a consortium of over 800 institutional asset allocators, made five changes for the new year to pursue multidimensional diversity

The Human Cost Of Efficiency And Why It Should Matter To All Investors

A closer look at the spread of algorithmic management systems—which contributed to $8 billion in turnover costs and a 45% injury rate at Amazon—across corporate ...

How To Adapt Your DEI Program Following The Latest Fearless Fund Decision

Let's explore two ways to continue to pursue diversity in institutional investment portfolios with lower risk of being construed as engaging in discrimination.

It’s Time To Get A Bathing Suit: The Tide Is Going Out On Sustainable Investing

Now that the Supreme Court overruled the Chevron Deference, what will happen to responsible investing at pensions and private foundations?

How To Navigate AI Safety In Your Investment Portfolio

AI safety will matter to all investors because every investor is an AI investor or will be one soon. Let's explore whether AI is becoming ...

LATEST NEWS & ANNOUNCEMENTS

Sustaining and Balancing the Path to Inclusive Capitalism

April 22, 2024

Thacher & Bartlett LLP Senior Counsel, and Christopher Rowe, Church Pension Group Managing Director, discuss how to navigate the legal and regulatory risks associated with DEI governance, sourcing diverse talent, equitable underwriting, and equitable monitoring and engagement.

Sustaining and Balancing the Path to Inclusive Capitalism

March 13, 2023

In this session from March 13, 2023, you will hear from two venture capitalists and an allocator about the current state of crypto markets, lessons learned in 2022, what to expect on the regulatory front, compelling investment themes, and related topics.

Sustaining and Balancing the Path to Inclusive Capitalism

March 07, 2022

We launched our research library, shared key insights from our literature review, and heard from leading academics in our research symposium on 3/7/2022. Check out the recording here! The agenda is in the video description.

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